Michael Feldman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Farr Miller & Washington, LLC, Cheffy Passidomo, P.A., Karpus Management Inc., and Private Capital Management, L.P. Feldman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio management and financial planning services.

Nathan Williams is a CFP® affiliated with TIAA-CREF, based in Washington, DC, with eight years of industry experience. He has worked at TIAA since 2018 and was previously employed at GLG from 2014 to 2017. Outside of his advisory role, he serves on the Finance Committee of the City Teaching Alliance, an organization focused on supporting career educators. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard and operates within a vertically integrated structure that includes affiliated funds.

Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Samuel Grelck is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Truist Advisory Services. His work history includes roles at Truist Advisory Services, Truist Investment Services, Capital Group, and DoorDash. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Jackson Good is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Citigroup in 2022, he worked at Bank of America, Merrill, UBS Financial Services, and other firms. Outside of his advisory role, he officiates high school basketball in the San Francisco Bay Area and serves as a college basketball official. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and specialist market roles.

Mohammad Khan is a financial advisor at Oppenheimer with 15 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Christopher Detmer is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has been with Steward Partners in various capacities since 2016 and previously worked at Raymond James Financial Services. Detmer serves on the advisory board of Ethos ESG, providing strategic guidance to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party money managers.

Diana Roble is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Empower, she worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and AT&T Mobility. Outside of financial services, she has experience in entrepreneurial ventures including operating a bakery business, Vivi Cakes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s administrative platforms.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Kurt Dimanna is a CFP® professional with two years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior experience includes roles at Curio Wealth, Annapolis Financial Services, and Turner, Leins, and Gold. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her previous roles include positions at Goldman Sachs and the State Employee Federal Credit Union. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliates, providing tailored solutions such as private family office support and retirement plan education.

Tyree Chapman is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and McLean Asset Management Corporation. Chapman is based in Washington, DC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Colin Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services prior to the firm's rebranding. Outside of his advisory role, he has a property rental business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and integrates third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.

Makendy Massillon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Margaret Hunter Smith is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services. Outside of her advisory role, she serves as a co-trustee for a family trust, assisting with administrative duties unrelated to investment decisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Aaron Brachman is a CFP® with 24 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has worked with multiple Steward Partners entities since 2016 and previously held a role at Raymond James Financial Services. He serves on the advisory board of Ethos ESG, providing strategic guidance. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Nadira Deery is a CFP® professional with 24 years of industry experience, currently advising at Creative Planning since 2017. She previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2016. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, providing investment advisory and financial planning services supported by a large advisory team and centralized investment infrastructure. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Alvin Fonkoua Sop is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm utilizes centralized investment resources and model portfolios while providing tailored offerings such as Executive Wealth and Private Family Office support.